-
The steps below help to ensure every patient on the schedule has charges posted if they were seen.
-
Use this report to view a summary of charges and payments collected for a specified time frame of posted or daysheeted transactions.
-
Use this report to review a posted EOB/ERA and balance funds posted, especially when there are complex elements such as recoups or take-backs.
-
Use this report to view a summary of appointments scheduled for a specified time frame on your practice’s schedule.
-
Use this report daily or weekly to view scheduled appointments for patients that do not have an associated superbill or billed charges for appointments scheduled for the practice.
-
Use this report when you want to see a total count of appointments for your scheduled providers for a specified time frame.